ETF Holders

Who owns LFAO?

Bond

LifeX 2055 Longevity Income ETF · LifeX

3 institutions reported holding LFAO, worth $3.0M, in Form 13F filings for June 30, 2026.

13F holders
3
Institutional value
$3.0M
Change from prior quarter
-1.1%
−$35K, with price moves
New and sold-out firms
0 / 0
0 added, 1 trimmed

Top 3 institutional holders of LFAO

FirmLocationValueSharesChange
Susquehanna International Group, LLPBala Cynwyd, PA$2.1M12,588−4 shares
Stone Ridge Holdings Group LPNew York, NY$937K5,699No change
UBS Group AGZurich, Switzerland$10K61No change

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns LFAO?

3 institutional managers reported holding LFAO in Form 13F filings for June 30, 2026, worth $3.0M in total. The largest reported position was held by Susquehanna International Group, LLP, at $2.1M.

Did institutions buy or sell LFAO last quarter?

Reported 13F value fell 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is LFAO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.